See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,864 | $90,348-71.4% | $75,972-66.0% | $145,922-82.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.10% | 620.88%-606.8pp | 359.55%-345.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,667 | $3,311-19.5% | $2,685-0.7% | $4,660-42.8% |
| Participant deferral / active EE | $3,797 | $5,162-26.4% | $4,255-10.8% | $6,688-43.2% |
| Admin fee / account holder | $2,031 | $8,467-76.0% | $6,467-68.6% | $13,397-84.8% |